Featured Insights

  • Trusteed IRAs need to be reviewed under post-Secure Act rules

    One common estate planning technique for clients with large retirement plan balances is to designate a trust as the beneficiary of those accounts. However, those planning to use a trust or trusteed Individual Retirement Account (IRA) are encouraged to take a fresh look at their plans following the updated distribution rules of the SECURE Act1.

  • Gimme three steps toward the door?

    The June FOMC meeting was one that launched a billion flatteners. The combination of Fed policymakers leaving inflation forecasts unchanged, but predicting more rate hikes in 2023 ran smack into 12 months of verbal assurances that rate hikes would be less sensitive to inflation in the coming cycle.

  • Financial Advisor Philip Blumel joins Janney in Palm Beach Gardens, Florida

    Philip Blumel holds a CFP® designation and has expertise in retirement planning, estate planning, tax planning, insurance planning, and investments and cash management.

  • The Kraft Haigler Group joins Janney in Morehead City, North Carolina

    Janney expands its presence in North Carolina with the opening of the Morehead City office

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